Modify Project Team Member dialog box
Use this dialog box to edit a project team member's information (the information applies to all projects).
Contact Information tab
Enter the project team member's email address.
First Name/Last Name
Enter the project team member's first and last names in the respective fields.
Click to open the Choose Disciplines dialog box to apply disciplines to this project team member.
Enter the project team member's job title.
Enter the name of the project team member's department.
Click to open the Choose Roles dialog box to assign the roles the project team member performs.
Click to open the Choose Company dialog box to select the project team member's company.
Click the drop-down list to select the project team member's office location.
Enter the project team member's work, mobile, home, and fax numbers.
Show in Contact Lists
Mark this checkbox to list this project team member in contact dialog boxes and contact lists throughout Project Center. All users will be able to see this project team member.
If this checkbox is cleared, the following occurs:
Content Administrators and Global Administrators will still have full access, but for Professional users:
● The project team member will still appear in Project Manager, Principal in Charge, and Main Contact fields and columns in projects.
● The project team member will still appear in the Project Team activity center.
● The project team member will appear in Main Contact fields in company dialog boxes..
● The project team member will appear in Send To/From/To/ Forwarded to/Due Back from/etc. fields for project items throughout Project Center.
● The project team member will not appear in the Contacts tab of the Contact Directory.
● The project team member will not appear in Browse Company Contacts dialog box from the Contact Directory.
● The project team member will not appear in the Select Project Team Members from Companies dialog box or the Choose New Team Members from Global Contact List dialog box.
Select Active if this project team member is an active Project Center user.
Select Inactive to inactivate this project team member. When you make users inactive, they cannot log into Info Exchange, and they do not appear in project teams. If the users are reactivated, they will reappear in project team lists.
Select whether the project team member was added Manually or from the Microsoft Exchange Global Address List.
1 If the source is the Global Address List, the fields in this dialog box are read-only and cannot be edited.
Use Office Address
Mark this checkbox to use the information from the office selected in the Office Location field.
Click to copy the information in the address fields to the clipboard.
Click to open the address in Google Maps.
Enter the project team member's address.
Enter the project team member's city.
Select the project team member's state/province.
Enter the project team member's zip/postal code.
Select the project team member's country.
Click to open the Choose Address Type dialog box to choose the location's type.
Contact Notes tab
Use this tab to add comments and notes about the contact.
Click to open the Add a Comment dialog box to add a comment about the contact, which you can relate to a project.
Click to open the Modify Comment dialog box to edit a comment.
Click to delete the selected comment.
The date and time the comments were entered.
The author of the comments.
The project the comments are related to, if any.
Enter any additional notes about the contact in this section.
Project Roles and Permissions tab
Company Role on Project
This field displays the role of the team member's company on the project.
Member Role on Project
Click to open the Choose Member Role on Project dialog box to select the role the team ember performs on this project.
Select Active to make this contact active on this project.
Select Inactive to make this contact inactive on this project. The contact will not appear in any contact lists for this project, and will be italicized and grayed out in the Project Team activity center.
1 Making a contact inactive at the project level has no effect on the global level status (set in the Contact Information tab).
Primary Contact on This Project
Mark this checkbox to make this team member a primary contact for this project.
1 Each project can have multiple primary contacts. Each project can also have a main contact, which is set in the Edit Project Settings dialog box.
1 Primary internal contacts are indicated by the icon. Primary external contacts are indicated by the icon.
Newforma Info Exchange Options
Allow Web Access to This Project on Your Info Exchange Server
Mark this checkbox to allow this team member to access the current project on your Newforma Info Exchange Server through the web. Clear the checkbox to remove access to this project.
1 If this project has not been added to Info Exchange, then this feature will be disabled. A Project Center administrator must add this project to Info Exchange to enable this feature.
Member Visibility on Info Exchange
From the drop-down list, select the Info Exchange visibility option to apply to this team member.
Select Visible to All External Project Team Members (Show Name, Company and Email) to allow all external project team members to see this team member on Info Exchange, but only the team member's name, company, and email address.
Select Visible to All External Project Team Members (Show All Information) to allow all external project team members to see all information about this team member on Info Exchange.
Select Visible to Fellow Company Members Only (Show All Information) to allow only external project team members with the same name in the Company Name field to interact with this team member via Info Exchange.
Select Hide From All Other External Project Team Members to prevent external project team members from seeing this team member on Info Exchange.
1 A hidden team member who is part of a group will not receive file transfers if an external team member picks the group to send a transfer to.
Click to open a read-only version of the Modify Permission Definitions for Set dialog box to view the permission set and the parameters applied to the this project team member.
The description of the permission set.
Project Team Groups
Add to Selected Project Team Groups
Mark the checkboxes of the project team groups to which you want to add the team member, or clear the checkboxes of the groups you want to remove the team member from.
Project Assignments tab
This tab lists all of the projects on which this contact is a team member. Refer to the My Project Center activity center topic for a description of the columns.
Add to Other Projects
Remove from Project
Click to remove this contact as a team member from the selected project.
Change Log tab
This tab lists all changes made to the contact regardless of the project.
To access this dialog box
Double-click a project tem member in the Project Team activity center.